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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,333 | $114,712+51.1% | $173,730-0.2% | $87,485+98.1% |
| Participation rate | 87.0% | 73.0%+14.0pp | 79.6%+7.5pp | 68.9%+18.1pp |
| Annual return | 16.23% | 20.18%-4.0pp | 19.96%-3.7pp | 26.06%-9.8pp |
| Employer contribution / active EE | $3,310 | $2,904+14.0% | $4,577-27.7% | $2,596+27.5% |
| Participant deferral / active EE | $8,575 | $4,642+84.7% | $6,326+35.5% | $4,274+100.7% |
| Admin fee / account holder | $4,049 | $10,210-60.3% | $17,523-76.9% | $7,775-47.9% |